OFO
MTBA icon

OneAscent Family Office’s Simplify MBS ETF MTBA Stock Holding History

OneAscent Family Office’s Portfolio MTBA Stock Details MTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$201K Buy
4,057
+59
+1% +$2.97K 0.14% 180
2025
Q4 		$202K Buy
+3,998
New +$202K 0.14% 179

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OneAscent Family Office's MTBA Position: Q1 2026 in Review

OneAscent Family Office increased its Simplify MBS ETF (MTBA) stake by 1.5% in Q1 2026, buying an estimated $2.97K and bringing the position to 4,057 shares worth $201K. The position accounts for 0.14% of the portfolio, ranked #180.

OneAscent Family Office first reported a position in MTBA in Q4 2025 and has held it in 2 quarters since. The position peaked at $202K in Q4 2025. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • OneAscent Family Office held 4,057 shares of Simplify MBS ETF worth $201K as of Q1 2026.
  • OneAscent Family Office bought 59 Simplify MBS ETF shares in Q1 2026, an estimated $2.97K.
  • Simplify MBS ETF made up 0.14% of OneAscent Family Office's portfolio in Q1 2026, its #180 holding.
  • OneAscent Family Office first reported a position in Simplify MBS ETF in Q4 2025 and has held it in 2 quarters since.
  • OneAscent Family Office's Simplify MBS ETF position peaked at $202K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.